The Analysis of Lorne Steinberg Wealth Management Inc.'s Holdings
Currently, Lorne Steinberg Wealth Management Inc. holds 72 types of securities in its portfolio with a total value $434.9M. In the most recent quarter, they have increased their positions in N/A (+86.6K shares, valued at $5.7M), BN (+54.9K shares, valued at $2.5M), KMB (+24.8K shares, valued at $2.5M); decreased their positions in BNS (-3.8K shares, valued at $278.8K), SBUX (-2.7K shares, valued at $227.4K), DEO (-2.4K shares, valued at $207.9K); initiated new positions in N/A (+86.6K shares, valued at $5.7M), KMB (+24.8K shares, valued at $2.5M), FTS (+5.8K shares, valued at $300.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
RY Royal Bank of Canada127.9K shares0.79%2025-12-312026-01-27
CM Cdn Imperial Bank of Commerce184.2K shares0.27%2025-12-312026-01-27 TD Toronto Dominion Bank155.7K shares1.05%2025-12-312026-01-27 MSFT Microsoft Corp28.1K shares-0.28%2025-12-312026-01-27 BMO Bank of Montreal98.6K shares1.29%2025-12-312026-01-27 BNS Bank of Nova Scotia169.7K shares-2.18%2025-12-312026-01-27 JPM JPMorgan Chase & Co38.4K shares-0.76%2025-12-312026-01-27 AXP American Express Co.32.4K shares-0.54%2025-12-312026-01-27 TRP TC Energy Corp.200.3K shares6.58%2025-12-312026-01-27 ALL Allstate Corporation50.8K shares-0.37%2025-12-312026-01-27 AMZN Amazon.Com Inc45.7K shares0.65%2025-12-312026-01-27 EA Electronic Arts Inc49.3K shares0.07%2025-12-312026-01-27 V Visa Inc.28.1K shares0.13%2025-12-312026-01-27 CNI Cdn National Railway95.6K shares14.99%2025-12-312026-01-27 MS Morgan Stanley51.2K shares-0.06%2025-12-312026-01-27 GS Goldman Sachs10.3K shares-0.03%2025-12-312026-01-27 META Meta Platforms13.7K shares0.16%2025-12-312026-01-27 TSM Taiwan Semiconductor Mfg ADR29.6K shares0.02%2025-12-312026-01-27 SNN Smith & Nephew PLC ADR265.3K shares0.38%2025-12-312026-01-27 CVS CVS Health Corporation108.9K shares0.07%2025-12-312026-01-27 CSCO Cisco Systems Inc111.4K shares-0.38%2025-12-312026-01-27 DIS Walt Disney Co.71.3K shares-0.03%2025-12-312026-01-27 SLF Sun Life Financial Inc.127.2K shares7.93%2025-12-312026-01-27 MFC Manulife Financial Corp214.4K shares0.40%2025-12-312026-01-27 VTRS Viatris Inc623.1K shares-1.00%2025-12-312026-01-27 JNJ Johnson & Johnson37.2K shares0.58%2025-12-312026-01-27 BN Brookfield Corp159.0K shares52.73%2025-12-312026-01-27 CTVA Corteva Inc.108.6K shares-0.22%2025-12-312026-01-27 NTR Nutrien Ltd108.1K shares0.99%2025-12-312026-01-27 OTEX Open Text Corp194.6K shares0.71%2025-12-312026-01-27 RCI Rogers Communications160.0K shares23.84%2025-12-312026-01-27 SBUX Starbucks Corp67.7K shares-3.83%2025-12-312026-01-27 ADBE Adobe Systems Inc.14.9K shares0.37%2025-12-312026-01-27 BDX Becton Dickinson & Co26.8K shares-2.63%2025-12-312026-01-27 STT State Street Corp39.0K shares-0.10%2025-12-312026-01-27 DEO Diageo PLC ADR56.0K shares-4.13%2025-12-312026-01-27 TU Telus Corp363.3K shares-2.36%2025-12-312026-01-27 AAPL Apple Inc.16.6K shares0.22%2025-12-312026-01-27 BCE BCE Inc.186.6K shares-0.78%2025-12-312026-01-27 TSCO Tractor Supply Co87.1K shares-0.29%2025-12-312026-01-27 ADP Automatic Data Processing Inc.16.5K shares-1.17%2025-12-312026-01-27 CNQ Cdn Natural Resources Ltd113.4K shares2.88%2025-12-312026-01-27 MIDD Middleby Corp23.8K shares-0.65%2025-12-312026-01-27 KVUE Kenvue Inc189.6K shares-0.62%2025-12-312026-01-27 MCD McDonalds Corp9.6K shares0.52%2025-12-312026-01-27 KMB Kimberly Clark Corp24.8K sharesnew addition2025-12-312026-01-27 NKE Nike Inc.Cl B35.4K shares-3.14%2025-12-312026-01-27 LIN Linde PLC5.3K shares-4.59%2025-12-312026-01-27 URTH iShares MSCI World ETF6.9K shares25.79%2025-12-312026-01-27 LLY Eli Lilly & Co729 shares1.96%2025-12-312026-01-27 BRK.A BERKSHIRE HATHAWAY CL A1 shares0.00%2025-12-312026-01-27 COST Costco Wholesale Corp470 shares3.07%2025-12-312026-01-27 EWC iShares MSCI Canada ETF7.1K shares55.57%2025-12-312026-01-27 PG Procter and Gamble2.6K shares2.66%2025-12-312026-01-27 NVDA NVidia1.8K shares-31.42%2025-12-312026-01-27 FTS Fortis Inc.5.8K sharesnew addition2025-12-312026-01-27 ING ING Groep ADR10.3K shares0.00%2025-12-312026-01-27 RCL Royal Caribbean Cruises1.0K shares0.00%2025-12-312026-01-27 WMT Wal Mart Stores2.5K shares6.26%2025-12-312026-01-27 EFA iShares MSCI EAFE ETF2.3K sharesnew addition2025-12-312026-01-27 BAC Bank of America4.0K sharesnew addition2025-12-312026-01-27 GLW Corning Inc.2.5K shares0.00%2025-12-312026-01-27 ENB Enbridge Inc4.4K shares2.77%2025-12-312026-01-27 ORCL Oracle Corp1.1K shares0.00%2025-12-312026-01-27 HUM Humana Inc.800 shares0.00%2025-12-312026-01-27 BHP BHP Billiton3.3K sharesnew addition2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available